Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,490
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$147M
3
+$68.2M
4
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$58.9M
5
AMZN icon
Amazon
AMZN
+$46.2M

Top Sells

1
+$131M
2
+$103M
3
+$96.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$71.8M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$63.7M

Sector Composition

1 Technology 17.12%
2 Healthcare 11.2%
3 Financials 9.96%
4 Industrials 8.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$2.93M ﹤0.01%
25,544
+7,255
1327
$2.92M ﹤0.01%
97,799
-17,269
1328
$2.92M ﹤0.01%
133,066
-14,521
1329
$2.92M ﹤0.01%
72,834
-5,988
1330
$2.92M ﹤0.01%
32,808
-8,785
1331
$2.91M ﹤0.01%
171,568
+55,266
1332
$2.91M ﹤0.01%
137,736
+3,169
1333
$2.91M ﹤0.01%
20,883
+4,308
1334
$2.9M ﹤0.01%
60,077
-2,416
1335
$2.9M ﹤0.01%
139,774
+91,499
1336
$2.89M ﹤0.01%
24,206
+1,827
1337
$2.88M ﹤0.01%
200,184
-1,096
1338
$2.88M ﹤0.01%
41,014
+1,525
1339
$2.88M ﹤0.01%
28,799
+1
1340
$2.87M ﹤0.01%
82,804
+21,891
1341
$2.87M ﹤0.01%
75,629
-3,627
1342
$2.86M ﹤0.01%
52,513
-46,616
1343
$2.85M ﹤0.01%
23,301
-428
1344
$2.85M ﹤0.01%
40,175
+4,848
1345
$2.85M ﹤0.01%
+27,451
1346
$2.85M ﹤0.01%
39,069
+1,868
1347
$2.84M ﹤0.01%
41,796
-57
1348
$2.83M ﹤0.01%
179,772
-18,178
1349
$2.83M ﹤0.01%
112,878
-1,998
1350
$2.83M ﹤0.01%
41,754
+396
52 53
54
55 56